MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

RMR Wealth Builders's Holding History (CIK: 0001803848)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,502 Value ($000) $1,154 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 6,374 Value ($000) $1,013 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 6,128 Value ($000) $863 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 3,843 Value ($000) $448 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 4,134 Value ($000) $520 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 4,110 Value ($000) $428 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 3,600 Value ($000) $350 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 3,579 Value ($000) $337 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 3,932 Value ($000) $367 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 3,757 Value ($000) $307 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 3,959 Value ($000) $338 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 3,972 Value ($000) $349 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 3,308 Value ($000) $281 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 6,212 Value ($000) $491 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 6,160 Value ($000) $469 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 8,755 Value ($000) $765 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 6,567 Value ($000) $645 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 2,823 Value ($000) $275 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 2,823 Value ($000) $259 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 2,823 Value ($000) $219 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 2,646 Value ($000) $181 Avg Close $48.82 Range $39.28 - $58.80
Q2 2020
Shares 2,655 Value ($000) $128 Avg Close $35.21 Range $25.96 - $43.57
Q4 2019
Shares 2,646 Value ($000) $135 Avg Close $39.09 Range $32.28 - $42.57